See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,630 | $71,883-31.0% | $86,677-42.7% | $68,494-27.5% |
| Participation rate | 71.0% | 72.2%-1.3pp | 76.6%-5.6pp | 67.9%+3.1pp |
| Annual return | -12.86% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $963 | $2,173-55.7% | $2,836-66.0% | $2,596-62.9% |
| Participant deferral / active EE | $3,626 | $3,779-4.0% | $4,656-22.1% | $4,027-10.0% |
| Admin fee / account holder | $996 | $6,112-83.7% | $7,493-86.7% | $5,403-81.6% |